Salesforce tier guide
Last updated February 19, 2026
Overview
OutboundSync relies on Salesforce APIs and the External Client App framework to sync your engagement data into your CRM. Because API access, limits, and admin capabilities vary by Salesforce edition, your edition is the primary factor in a successful integration.
This guide helps you determine whether your current Salesforce plan is a good fit and what to expect during setup.
Edition Compatibility
| Salesforce Edition | Supported | Recommendation | Notes |
| Essentials | ❌ No | Not supported | API and feature limitations prevent reliable sync |
| Professional | ⚠️ Limited | Not recommended | API limits may restrict ongoing sync; add-on may be required |
| Enterprise | ✅ Yes | Recommended | Best balance of capability, API capacity, and cost |
| Unlimited | ✅ Yes | Ideal | Best for scale, high activity volume, and multi-platform syncing |
| Developer | ⚠️ Test only | Not for production | Use for testing and validation only |
Recommended Editions
Salesforce Enterprise (Minimum Recommended)
Enterprise is the standard edition for production use with OutboundSync. It provides:
- Reliable API access with full OAuth scopes
- Full External Client App and Connected App support
- 100,000 base API calls per 24 hours, plus 1,000 per user license
- Administrative controls necessary for setup and ongoing management
- Sufficient capacity for most sales team sizes and activity volumes
Salesforce Unlimited (Ideal for High Volume)
Unlimited is the best fit for large-scale outbound operations. It is ideal for teams with:
- High email activity volumes across multiple sequences
- Multi-platform syncing (e.g., Smartlead, Instantly, and HeyReach simultaneously)
- 5,000 API calls per user license, providing significantly more headroom
- Heavy automation requirements and larger sales organizations
A Note on Professional Edition
While Salesforce Professional can sometimes work with OutboundSync, it carries meaningful limitations:
- API access may require an additional add-on purchase
- Lower API call limits increase the risk of hitting rate limits
- Fewer administrative configuration options, which can cause Connected App setups to fail
- Limited automation flexibility compared to Enterprise and Unlimited
If your team is on Professional and considering OutboundSync, we recommend monitoring API usage closely and involving a Salesforce admin during setup. For teams expecting growth or running high-volume outbound, upgrading to Enterprise is strongly recommended.
API Usage Expectations
OutboundSync uses Salesforce APIs to match contacts and accounts, log email events, update records, and maintain attribution visibility. On average, OutboundSync uses approximately 6 API calls per sent email when accounting for sends, replies, lead categorization, and event tracking.
API Limits by Edition
| Edition | Base (per 24 hrs) | Per User License | Example |
| Professional | Varies (may require add-on) | 1,000 | 10 users ≈ 10,000/day |
| Enterprise | 100,000 | 1,000 | 25 users ≈ 125,000/day |
| Unlimited | 100,000 | 5,000 | 25 users ≈ 225,000/day |
For a detailed breakdown of how OutboundSync consumes API calls, see: How many API calls does OutboundSync use?
Higher outbound activity means higher API consumption. If you are running multiple sales engagement platforms through OutboundSync, plan for proportionally higher usage.
Feature Breakdown by Edition
✅ = fully supported | ⚠️ = limited | ❌ = not supported
| OutboundSync Feature | Professional | Enterprise | Unlimited |
| Email activity logging (sends & replies) | ⚠️ | ✅ | ✅ |
| Contact & Account record matching | ⚠️ | ✅ | ✅ |
| Activity (Task/Email) creation | ⚠️ | ✅ | ✅ |
| Campaign data standardization | ⚠️ | ✅ | ✅ |
| Connected App / OAuth setup | ⚠️ | ✅ | ✅ |
| Multi-platform syncing (Smartlead, Instantly, etc.) | ❌ | ✅ | ✅ |
| High-volume activity logging | ❌ | ⚠️ | ✅ |
| Heavy automation + large team support | ❌ | ✅ | ✅ |
| Scale without API limit concerns | ❌ | ⚠️ | ✅ |
Security & Connected App Setup
OutboundSync connects to Salesforce via OAuth and the External Client App framework. This requires:
- OAuth access enabled in your Salesforce org
- Connected Apps or External Apps permitted by your org's security policies
- The connecting user has appropriate permissions (see License Requirements below)
Important: Some Salesforce orgs have strict security configurations that can block Connected App setup regardless of edition. Common causes include IP restrictions, OAuth restrictions, and external app approval requirements. If you encounter a setup failure, your Salesforce Admin should review the Connected App permissions and org-level security settings.
License & Permission Requirements
The Salesforce user connecting OutboundSync should have:
- Salesforce API access enabled on their profile
- Permission to create or authorize Connected Apps / External Apps
- Read/write access to Contacts and Accounts
- Permission to create Activities (Tasks and/or EmailMessage records)
- Admin-level visibility during initial setup (recommended)
Typical working profiles include System Administrator or a custom admin profile with API and object-level access.
Need Help?
For technical support, troubleshooting, or questions about your Salesforce compatibility, reach out to our team at service@outboundsync.com.